Sequoia Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
8,105
-45
| -0.6% | -$29.8K | 0.04% | 265 |
|
|
2025
Q1 | $4.42M | Buy |
8,150
+566
| +7% | +$307K | 0.03% | 286 |
|
|
2024
Q4 | $4.72M | Buy |
7,584
+4,306
| +131% | +$2.68M | 0.05% | 258 |
|
|
2024
Q3 | $1.92M | Buy |
3,278
+202
| +7% | +$118K | 0.02% | 386 |
|
|
2024
Q2 | $1.77M | Sell |
3,076
-291
| -9% | -$168K | 0.02% | 357 |
|
|
2024
Q1 | $1.77M | Buy |
3,367
+323
| +11% | +$169K | 0.02% | 350 |
|
|
2023
Q4 | $1.47M | Buy |
3,044
+584
| +24% | +$283K | 0.02% | 425 |
|
|
2023
Q3 | $1.02M | Sell |
2,460
-33
| -1% | -$13.7K | 0.02% | 331 |
|
|
2023
Q2 | $1.1M | Sell |
2,493
-1,335
| -35% | -$590K | 0.02% | 332 |
|
|
2023
Q1 | $1.48M | Buy |
3,828
+76
| +2% | +$29.3K | 0.03% | 254 |
|
|
2022
Q4 | $1.2M | Buy |
3,752
+404
| +12% | +$129K | 0.03% | 258 |
|
|
2022
Q3 | $1.03M | Sell |
3,348
-74
| -2% | -$22.7K | 0.03% | 212 |
|
|
2022
Q2 | $1.12M | Sell |
3,422
-324
| -9% | -$106K | 0.03% | 217 |
|
|
2022
Q1 | $1.56M | Buy |
3,746
+884
| +31% | +$368K | 0.04% | 209 |
|
|
2021
Q4 | $1.31M | Buy |
+2,862
| New | +$1.31M | 0.04% | 216 |
|
|
2021
Q3 | – | Sell |
-2,099
| Closed | -$837K | – | 449 |
|
|
2021
Q2 | $837K | Buy |
2,099
+63
| +3% | +$25.1K | 0.03% | 219 |
|
|
2021
Q1 | $730K | Buy |
2,036
+293
| +17% | +$105K | 0.03% | 212 |
|
|
2020
Q4 | $617K | Buy |
1,743
+28
| +2% | +$9.91K | 0.03% | 223 |
|
|
2020
Q3 | $534K | Buy |
1,715
+46
| +3% | +$14.3K | 0.03% | 217 |
|
|
2020
Q2 | $465K | Buy |
1,669
+108
| +7% | +$30.1K | 0.03% | 225 |
|
|
2020
Q1 | $331K | Sell |
1,561
-49
| -3% | -$10.4K | 0.02% | 252 |
|
|
2019
Q4 | $394K | Buy |
1,610
+190
| +13% | +$46.5K | 0.03% | 257 |
|
|
2019
Q3 | $306K | Hold |
1,420
| – | – | 0.02% | 272 |
|
|
2019
Q2 | $299K | Buy |
+1,420
| New | +$299K | 0.02% | 279 |
|